EWM
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Evercore Wealth Management’s Ericsson ERIC Stock Holding History

Evercore Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-477
Closed -$7K – 881
2013
Q3 		$7K Buy
+477
New +$5.92K ﹤0.01% 798

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Evercore Wealth Management's ERIC Position: Q4 2013 in Review

Evercore Wealth Management sold out of Ericsson (ERIC) in Q4 2013, closing a stake of 477 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in ERIC in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 229 funds tracked by Wall St. Rank hold ERIC as of Q4 2013.

  • Evercore Wealth Management reported no remaining Ericsson position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 477 Ericsson shares in Q4 2013, an estimated $7K.
  • Evercore Wealth Management first reported a position in Ericsson in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Ericsson position peaked at $7K in Q3 2013.
  • 229 funds tracked by Wall St. Rank held Ericsson as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.